Sean Lynch - Independent Investment Analyzer

Retail Value Investor.
Youtube & Research Report Content Creator.
Sharing my thoughts on Business, Economics & the World.

[Sean Lynch - Independent Investment Analyzer @SeanAnalyzer]

@uzzifx @bkaellner People change their minds. I remember when Brad passed on $BABA in December/January (Around 180-190) because the risks were too big I believe was his reason for passing (Dalio had bought so it had made his shortlist) then Munger and Pabrai bought so he changed his mind.

[Sean Lynch - Independent Investment Analyzer @SeanAnalyzer]

@degiroeu Thanks for the response.

[Sean Lynch - Independent Investment Analyzer @SeanAnalyzer]

@degiroeu Why can't I buy General Dynamics $GD on the platform? TIA.

[Sean Lynch - Independent Investment Analyzer @SeanAnalyzer]

@bkaellner @cloneinvestor @TomInvesting You won't see it in the 13F as he could buy either Naspers or Prosus with a discount to the Tencent holding value so he likely owns one of these.

[Value Investigator @value_invest12]

Alibaba‘s growth drivers
$BABA

[Sean Lynch - Independent Investment Analyzer @SeanAnalyzer]

$FDP beats Q4 EPS by 40% stock is down 3% on the day #efficientmarket

[Sean Lynch - Independent Investment Analyzer @SeanAnalyzer]

Happy New year of the Ox to all my Chinese friends, followers and Workers. 🐙

[Sean Lynch - Independent Investment Analyzer @SeanAnalyzer]

Some big price movements for $QD in the last 5 trading days, up over 20%😬 My guess is an institution buying and massively moving the stock price because the company is so small.

[Sean Lynch - Independent Investment Analyzer @SeanAnalyzer]

How have I only just found this resource, super interesting little snippets of earnings reports. Covering lots of less followed companies too🙏👍

[Earnings Alley @EarningsAlley]

Wabash National Corporation $WNC held an earnings call on 2/3/2021. Here are the highlights:

[Sean Lynch - Independent Investment Analyzer @SeanAnalyzer]

@abrowninvesting Great to hear back from you, I have been really enjoying your YT videos. Please keep up the stock analyses, it's just something I noticed and it worries me that debt has been growing faster than all other financial metrics.

[Sean Lynch - Independent Investment Analyzer @SeanAnalyzer]

@abrowninvesting Hey Andrew, recently found your YouTube channel and have really been enjoying your videos. I looked into $MIDD after your video and noticed LT Debt has grown about 10% p.a faster than sales or earnings. Have you noticed this?

[Sean Lynch - Independent Investment Analyzer @SeanAnalyzer]

Bezos stepping down as $AMZN CEO🤨

[Sean Lynch - Independent Investment Analyzer @SeanAnalyzer]

@exileofthemain @moden_erik @value_invest12 Baba is a compelling investment even without Ant imo.

[Sean Lynch - Independent Investment Analyzer @SeanAnalyzer]

Interesting article on $CEPU

[Sean Lynch - Independent Investment Analyzer @SeanAnalyzer]

Central Puerto SA: Great Company, Risking Country https://t.co/t6WjviS6Q1

[Sean Lynch - Independent Investment Analyzer @SeanAnalyzer]

@CiaranRobo There will always be a good year in commodities and the company will boom, that'll be the time to exit.

[Sean Lynch - Independent Investment Analyzer @SeanAnalyzer]

1 - Today I want to talk about another business in my portfolio which is $FDP, so here goes nothing.

[Sean Lynch - Independent Investment Analyzer @SeanAnalyzer]

@nomasmercado Cool, personally I don't take too much notice of Macroeconomics I find good businesses and buy them at a cheap price versus the cash that they're going to return to me. Yes I agree the company may struggle to transfer their ARS to USD to pay dividends to investors in future.

[Sean Lynch - Independent Investment Analyzer @SeanAnalyzer]

1 - Like Peter Lynch I like to keep up to date on the story of the companies I'm invested in and I had a request recently to do an Update on $CEPU as its a company I've talked about publicly on my Youtube Channel and has seen major downside in its stock price. So here goes.

[Sean Lynch - Independent Investment Analyzer @SeanAnalyzer]

14 - commodities have their ups & downs but will always be needed.

Thanks for reading if you've made it this far. Have a nice week.

[Sean Lynch - Independent Investment Analyzer @SeanAnalyzer]

13 - doing things to unlock that value for shareholders by selling land that they don’t use that are grossly understated on the Balance Sheet. I think the volatility of FDP’s earnings & stock price is a good opportunity for investors focused on the long term who know that